U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210 		FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT Form Approved
Office of Management and Budget
No. 1245-0003
Expires: 01-31-2025
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
001-158
2. PERIOD COVERED
From07/01/2021
Through06/30/2022
3. (a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This is a terminal report:No
4. AFFILIATION OR ORGANIZATION NAME
TRANSIT UNION AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL DIVISION
 6. DESIGNATION NBR
757
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
MARY
 Last Name
LONGORIA
P.O Box - Building and Room Number

Number and Street
1801 N E COUCH ST
City
PORTLAND
State
OR		 ZIP Code + 4
972323054


9. Are your organization's records kept at its mailing address?


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
70. SIGNED:Shirley A BlockPRESIDENT71. SIGNED:Mary A LongoriaTREASURER
Date:Oct 02, 2022Telephone Number:503-232-9144Date:Oct 02, 2022Telephone Number:503-232-9144
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 001-158
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$1,000,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?06/2024
20. How many members did the labor organization have at the end of the reporting period?5,167
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/FeesBy PropertyperMonth3.6476.00
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation FeesN/AperN/AN/AN/A
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 001-158

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,662,716$2,768,081
23. Accounts Receivable1$0$0
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$140,273$138,731
27. Fixed Assets6$142,099$165,851
28. Other Assets7$408$1,953
29. TOTAL ASSETS $2,945,496$3,074,616

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0$0
31. Loans Payable9$2,426$5,473
32. Mortgages Payable $0$0
33. Other Liabilities10$0$0
34. TOTAL LIABILITIES $2,426$5,473
35. NET ASSETS$2,943,070$3,069,143
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 001-158

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $2,184,372
37. Per Capita Tax $936,897
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $13,972
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$25,954
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$7,947
49. TOTAL RECEIPTS $3,169,142
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$392,154
51. Political Activities and Lobbying16$183,938
52. Contributions, Gifts, and Grants17$13,500
53. General Overhead18$242,418
54. Union Administration19$853,513
55. Benefits20$310,813
56. Per Capita Tax $936,897
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$0
61. Loans Made2$0
62. Repayment of Loans Obtained9$22,907
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $107,637
  
66. Subtotal $3,063,777
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$292,425  
  67b. Less Total Disbursed$292,425  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $3,063,777
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 001-158

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$0$0$0$0
Totals from all other accounts receivable    
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 001-158

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 001-158

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$0$0$0$0
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 001-158

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$0$0$0
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 001-158

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$33,067
B. Total Book Value$138,731
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Altria Group Inc
$8,354
  • MicroSoft Corp
$51,366
  • Mondelez Intl Inc
$8,568
  • Philip Morris Intl Inc
$19,748
  • Shell PLC ADR
$5,229
Other Investments 
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $138,731
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 001-158

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      1801 NE Couch Street, Portalnd OR 97232-3054$52,534 $52,534$647,720
B. Buildings (give location)    
Building  1 :      1801 NE Couch Street, Portalnd OR 97232-3054$441,272$403,604$37,668$512,500
C. Automobiles and Other Vehicles$129,879$84,021$45,858$86,939
D. Office Furniture and Equipment$168,474$138,683$29,791$10,000
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $792,159$626,308$165,851$1,257,159
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 001-158

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $1,953
Prepaid Payroll Liability$1,953
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 001-158

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$0$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 001-158

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$2,426$25,954$22,907$0$5,473
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Bank of America Credit Cards - Net$2,426$25,954$22,907$0$5,473
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 001-158

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 001-158

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Block ,  Shirley   A
President
C		$147,877$147,877
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Casey ,  Frederick   A
Vice President
C		$137,502$137,502
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Longoria ,  Mary   A
Financial Secretary Treas
C		$140,541$140,541
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		90 %
A
B
C 		Appelhanz ,  James   B
Executive Board Officer
C		$5,121$5,121
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Bennett ,  James   F
Executive Board Officer
C		$6,702$6,702
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Bradley ,  William   J
Executive Board Officer
C		$137,812$137,812
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		70 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Burke ,  Mikel   S
Executive Board Officer
C		$7,691$7,691
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Bynon ,  Jason   G
Executive Board Officer
N		$7,238$7,238
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Francois ,  Michael   D
Executive Board Officer
C		$9,801$9,801
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Howard ,  Terrance   L
Executive Board Officer
C		$10,207$10,207
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Kinoshita ,  Kevin   K
Executive Board Officer
C		$10,604$10,604
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Lopez ,  Lilia   M
Executive Board Officer
N		$10,949$10,949
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		McCurry ,  Michael   W
Executive Board Officer
C		$10,602$10,602
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Melton ,  Gladys   M
Executive Board Officer
N		$9,510$9,510
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Montgomery ,  Kerry   J
Executive Board Officer
C		$9,157$9,157
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Ruffin ,  Joe III  
Executive Board Officer
C		$8,792$8,792
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		80 %
A
B
C 		Smith ,  Randall   L
Executive Board Officer
N		$13,837$13,837
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Tompte ,  Anna   M
Executive Board Officer
C		$7,000$7,000
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		75 %
A
B
C 		Hunt ,  Jon  
Vice President
P		$14,700$14,700
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Officer Disbursements$705,643$0$0$0$705,643
Less Deductions     
Net Disbursements    $705,643
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 001-158

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Archie ,  Melissa   S
Executive Secretary
N/A		$80,985$80,985
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Bower ,  Danielle   A
Administrative Secretary
N/A		$73,562$73,562
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Cordova ,  Krista   M
Labor Relations Coordinat
N/A		$105,577$105,577
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Duarte ,  Sherri   L
Administrative Secretary
N/A		$72,723$72,723
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Mota ,  Marijana  
Administrative Secretary
N/A		$72,723$72,723
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Schorey ,  Trevor   L
Labor Relations
N/A		$12,736$12,736
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$81,838$81,838
I Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
Total Employee Disbursements$500,144$0$0$0$500,144
Less Deductions     
Net Disbursements    $500,144
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 001-158

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 5,167 
Agency Fee Payers*1
Total Members/Fee Payers5,168 
*Agency Fee Payers are not considered members of the labor organization.
Active Members3,908Yes
Retired Members before 19938Yes
Retired Members after 19921,187Yes
50 yr. Retired Members before 19936Yes
50 yr. Retired Members after 199254Yes
Military Leave of Absence4Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 001-158

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$7,947
4. Total Receipts$7,947
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$12,500
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$1,000
6. Total Disbursements$13,500
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$372,242
4. To Employees$0
5. All Other Disbursements$19,912
6. Total Disbursements$392,154
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$37,442
2. Named Payee Non-itemized Disbursements$72,217
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$132,759
6. Total Disbursements$242,418
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$66,000
2. Named Payee Non-itemized Disbursements$174
3. To Officers$117,764
4. To Employees$0
5. All Other Disbursements
6. Total Disbursements$183,938
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$61,090
2. Named Payee Non-itemized Disbursements$58,509
3. To Officers$215,644
4. To Employees$500,144
5. All Other Disbursements$18,126
6. Total Disbursements$853,513
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 001-158

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 001-158

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 001-158

Name and Address
(A)
CenterPoint Strategy Consultants

29265 NE Benjamin Rd.
Newberg
OR
97132
Type or Classification
(B)
Lobbyist
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$33,000
Total Non-Itemized Transactions with this Payee/Payer$174
Total of All Transactions with this Payee/Payer for This Schedule$33,174
Lobbyist01/06/2022$5,500
Lobbyist02/04/2022$5,500
Lobbyist03/03/2022$5,500
Lobbyist04/04/2022$5,500
Lobbyist05/05/2022$5,500
Lobbyist06/06/2022$5,500
Name and Address
(A)
Mary Botkin & Associates LLC

3215 SE Stark St
Portland
OR
97214
Type or Classification
(B)
Lobbyist
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$33,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$33,000
Lobbying Activities07/12/2021$5,500
Lobbying Activities08/10/2021$5,500
Lobbying Activities09/13/2021$5,500
Lobbying Activities10/13/2021$5,500
Lobbying Activities11/10/2021$5,500
Lobbying Activities12/09/2021$5,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 001-158

Name and Address
(A)
Labor Community Services

9955 SE Washington Ste 301
Portland
OR
97216
Type or Classification
(B)
Charitabe Donation
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,500
Charitable Donation05/31/2022$7,500
Name and Address
(A)
Retired Transit Employee

24600 NW ST HELENS RD M32
Portland
OR
97231
Type or Classification
(B)
Charitable Contributions
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Charitable Donation06/01/2022$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 001-158

Name and Address
(A)
AT&T Wireless
6463

Carol Stream
IL
60197-6463
Type or Classification
(B)
Phone Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,376
Total of All Transactions with this Payee/Payer for This Schedule$5,376
Name and Address
(A)
Comcast Business
60533

City of Industry
CA
91716
Type or Classification
(B)
Utility - Internet & Phone Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,402
Total of All Transactions with this Payee/Payer for This Schedule$5,402
Name and Address
(A)
DaVinci Digital, LLC

935 SE Hawthorne Blvd.
Portland
OR
97214
Type or Classification
(B)
Tech Support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$34,988
Total of All Transactions with this Payee/Payer for This Schedule$34,988
Name and Address
(A)
Liberty Mutual Insurance
91013

Chicago
IL
60680-1171
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,629
Total Non-Itemized Transactions with this Payee/Payer$40
Total of All Transactions with this Payee/Payer for This Schedule$13,669
Insurance Premium09/15/2021$13,629
Name and Address
(A)
Marlin Business Bank
13604

Philadelphia
PA
19101
Type or Classification
(B)
Equipment Lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,324
Total of All Transactions with this Payee/Payer for This Schedule$12,324
Name and Address
(A)
Morel Ink

4824 NE 42nd Ave
Portland
OR
97218
Type or Classification
(B)
Office Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,872
Total of All Transactions with this Payee/Payer for This Schedule$6,872
Name and Address
(A)
Multnomah County Oregon
2716

Portland
OR
97208-2716
Type or Classification
(B)
Property Tax
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,995
Total Non-Itemized Transactions with this Payee/Payer$392
Total of All Transactions with this Payee/Payer for This Schedule$12,387
Property Taxes10/22/2021$11,995
Name and Address
(A)
Township-United Building Services

7763 SW Cirrus Drive
Beaverton
OR
97008
Type or Classification
(B)
Repairs & Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,823
Total of All Transactions with this Payee/Payer for This Schedule$6,823
Name and Address
(A)
Wheatland Insurance

312 E 3rd Street
The Dalles
OR
97058
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,818
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,818
Insurance Premium11/04/2021$11,818
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 001-158

Name and Address
(A)
BNA
419889

Boston
MA
02241-9889
Type or Classification
(B)
Legal & Pro Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,160
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,160
Legal & Pro Services06/15/2022$7,160
Name and Address
(A)
Northwest Labor Press
13150

Portland
OR
97213
Type or Classification
(B)
Printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$47,538
Total of All Transactions with this Payee/Payer for This Schedule$47,538
Name and Address
(A)
Solutions YES

8300 SW Hunziker St
Portland
OR
97223
Type or Classification
(B)
Legal & Pro Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,371
Total of All Transactions with this Payee/Payer for This Schedule$7,371
Name and Address
(A)
Traxton CPA

12725 SW 66th Suite 202
Tigard
OR
97223
Type or Classification
(B)
Accounting, Tax, & Audit Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$39,750
Total Non-Itemized Transactions with this Payee/Payer$3,600
Total of All Transactions with this Payee/Payer for This Schedule$43,350
Accounting, Tax, & Audit Services08/11/2021$15,875
Accounting, Tax, & Audit Services10/05/2021$5,625
Accounting, Tax, & Audit Services01/12/2022$10,250
Accounting, Tax, & Audit Services05/20/2022$8,000
Name and Address
(A)
True Ballot, Inc

3 Bethesda Metro Center 700
Bethesda
MD
20814
Type or Classification
(B)
Election Expense
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,180
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$14,180
Election Services09/10/2021$14,180
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 001-158

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$310,813
Health & Dental InsuranceTri-Met$246,807
Health & Dental InsuranceStandard Insurance Company$15,632
Pension ContributionAmerican Funds Service Company$22,686
Reimburse Benefits Cost for Detailed MembersTo Members' Employers$25,688
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 001-158


Question 10: ATU/TriMet Joint Pension Trust Pension Fund 1800 SW 1st Avenue Portland, OR Lane County Transit District Joint Trust, Pension 3500 E 17th Eugene, OR Clark County Public Transportation Benefit Health Trust 2625 NE 65th Vancouver, WA

Question 11(a):

Question 11(a): : Amalgamated Transit Union Division 757 Legislative Fund Pac number is 3094 and is reported to the State of Oregon

Question 12: Aaron Traxton, CPA 12725 SW 66th Avenue, Ste 202 Tigard, OR 97223

Schedule 9, Row1:

Schedule 9, Row1:

Schedule 13, Row1:

Schedule 13, Row1:::Active member currently working for an employer that the Union represents. These members would be paying full dues to the LUs bylaws. These members vote for the full time officers, the executive board officer and liaison officers from their property.

Schedule 13, Row4:

Schedule 13, Row4:::

Schedule 13, Row5:

Schedule 13, Row5:::50 year retired members who are retired after 1992 and do not pay dues. These members vote for the full time officers only

Schedule 13, Row5:

Schedule 13, Row5:::

Schedule 13, Row6:

Schedule 13, Row6:::Military Leave of Absence. These members are on LOA to serve in the armed forces and do not pay dues. These members vote on the full time officers, executive board officer and the liaison officers from their property.

Schedule 13, Row6:

Schedule 13, Row6:::

Schedule 13, Row1:

Schedule 13, Row1:::

Schedule 13, Row2:

Schedule 13, Row2:::Retired members who are retired before 1993 and pay a reduced dues amount. These members vote for the full time officers only

Schedule 13, Row2:

Schedule 13, Row2:::

Schedule 13, Row3:

Schedule 13, Row3:::Retired members who are retired after 1992 and pay a reduced dues amount. These members vote for the full time officers only.

Schedule 13, Row3:

Schedule 13, Row3:::

Schedule 13, Row4:

Schedule 13, Row4:::50 year retired members who are retired before1993 and do not pay dues. These members vote for the full time officers only

General Information:
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)